Trends in the Telecom industry Drivers for our connected ageglobalforum.items-int.com/gf/gf-content/uploads/... · Trends in the Telecom industry Drivers for our connected age Gabrielle
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• Competition between cable and telecom platforms • This competition model has been adopted in the US and in a few Northern European countries and in Portugal • Infrastructures are rolled-out in parallel and sometimes do not geographically overlap (e.g. US) • Debate on competition model , and on coverage of less dense areas
• 1 platform countries
• Active infrastructure competition on top of common passive network • Model adopted in France, UK, Italy, Spain for copper. On-going debate on right model for NGA. • Slow roll out, focused on dense areas • Leads to patchwork segmentation /fragmentation of the territory between dense and non-dense areas • Other copper enhancing technologies considered to ease the cost ( e.g. vdsl/vectoring)
• 0 platform countries
• Case of developing/emerging countries where fixed infrastructure (access, backhaul, backbones) is poor and limits mobile and fixed internet access expansion
• Governments step-in to ensure coverage, speed, networks openness and services affordability • Open Backbones (South America, Africa, ..), shared LTE access (Mexico, Kenya)
Vertical integration , platform competition, open backbones & LTE
• US : Unregulated broadband markets in the No public intervention outside rural areas; Pro-active spectrum allocation policy
• CALA countries (Mexico, Colombia, Peru, Argentina) focus on open backbones; Digital Dividend allocation for LTE in APT band plan; Open access wireless and Major regulatory reform in Mexico
• Pacific Asia :heavy influence of government and regulation ( SG, Aus, NZ); Structural separation, growth through premium connectivity and bitstream wholesale; open backbones & universal coverage lead network transformation
• Chinese market remains dominated by integrated operators
• South Asia : Focus on Broadband plans and rural coverage
Infrastructure based competition and limited public Intervention
• EU : high fragmentation of markets; difficult balance between active infra competition and passive sharing; On going regulatory reform for NGA but lack of investment; State Aid in rural and medium density areas/infra sharing; On going debate on Telecoms Single Market
• MEA : Open access backbones (Ghana, Burkina Faso), Open access wireless networks in digital dividend bands ( Kenya); Nation broadband plans (Morocco, South Africa)
Alcatel-Lucent the trusted vendor-of-choice in a € 10+ Bn market(1) ~20% 2012-15 CAGR (1) 2015 – Alcatel-Lucent analysis based on industry analysts studies